Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,509 | $98,766+148.6% | $149,730+64.0% | $79,852+207.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 22.96% | 27.43%-4.5pp | 276.70%-253.7pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,172 | $5,681-44.2% | $6,843-53.6% | $3,740-15.2% |
| Admin fee / account holder | $42,097 | $6,052+595.6% | $9,310+352.1% | $5,306+693.3% |